Marketing & Loyalty

Set up the loyalty program

Configure how customers earn points and enable the loyalty program.

Reward repeat visits with a simple, transparent points program. You must configure your earning rules and create at least one reward before enabling loyalty.

#Configure earning rules

  1. Open Marketing from the left navigation and select Loyalty.
  2. Open How customers earn.
  3. If the program is currently enabled, select Disable to configure to unlock the settings.
  4. Set the Earning mode to Points based on spend, Visit stamps, or Fixed points per appointment.
  5. Enter your desired conversion values (such as points earned for every dollar spent).
  6. Open Advanced rules to configure promotion stacking, product earning, or refund restoration.
  7. Select Create program (or Create new program version).

#Enable loyalty

  1. Once your rules are saved and you have created a reward, return to the Program rules tab.
  2. Select Enable loyalty.
  3. The status at the top of the page will change to Program enabled.

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